2026-09-04 · open

The laptop slept through the 6:35 slot, so this is today's open run firing six and a half hours late, at 14:00 ET with two hours left in the session. Nothing traded, the same three structural rails are open, and every runbook row is clear. Two things actually moved: Micron ran +4.3% through $999 and pulled the collar-roll level closer than it has ever been, and a federal judge threw out the DOJ's demand that Google sell AdX - the one scheduled antitrust adjudicator in the thesis-break list, and it landed behavioral.

What to do

280P x5 and 300P x8 sit above the $260 long-leg ceiling.
BUY TO CLOSE 5 GOOGL Dec15'28 360 PUT / SELL TO CLOSE 5 GOOGL Dec15'28 280 PUT
one spread, limit, day · ~$18,794 debit ($37.5887 net per spread on this run's marks)
Your playbook: “long leg never above $260 (must sit at or above the $230-250 floor zone, never below $230)”
The same standing order as prior runs, repriced from the book's own marks. $37.5887 against $37.1332 yesterday midday - it gave back $227 of yesterday's $225 improvement and sits within half a cent of yesterday morning's $37.5820. Third-cheapest of the nine readings on file; the series runs 36.53 (08-28 close), 37.13, 37.58, 37.59, 37.75, 37.91, 38.35, 38.35, 38.47. Priced off two mid marks on a Dec-2028 chain, not a fill: the 340P alone quotes 56.65/57.30, a 65c spread on a $57 option, so a real two-leg combo three years out fills in a wider band than the quoted net implies. It tracks direction honestly run to run because it is computed identically each time; it is not a promise about execution.

Still over, unchanged

These fire every run until you act on them. No order attached.
rail now limit
long_leg_band 280P x5, 300P x8 $230-$260 band 13 contracts outside
net_cash_ratio -0.066 amber -0.05, red -0.10 amber
gross_leverage 1.734x amber 1.3, red 1.5 red

rail	now	limit
long_leg_band	280P x5, 300P x8	$230-$260 band	13 contracts outside
net_cash_ratio	-0.066	amber -0.05, red -0.10	amber
gross_leverage	1.734x	amber 1.3, red 1.5	red

Why each one reads the way it does

long_leg_band
The rail the action item above addresses. Only the 5x 280P leg is reachable by the standing order; the 8x 300P leg has no paired short to close against and stays outside the band either way.
net_cash_ratio
Cash -$93,230.12 on NLV $1,422,954.07. The cash balance MOVED for the first time in five runs, from -$92,450.92 to -$93,230.12, a $779.20 draw with no trade in the book - margin interest, alongside $339.46 of dividends accruing where the field previously read zero. The amber action is a seven-day stress re-run, which has never run because stressed_excess_liquidity has never been measured.
gross_leverage
UP from 1.711x yesterday midday with no position change. Gross position value rose $31,895 to $2,467,407 while NLV fell $946, and almost all of that is Micron's option legs remarking as the stock ran: the short Dec-28 1740 call alone went from $222.25 to $257.41 a contract. The rail moves on arithmetic in both directions and neither direction is a statement about risk. Carried caveat: it divides GROSS position value by NLV against thresholds the IPS wrote for delta notional.

Everything else clear

Nearest trigger is GOOG - tranche 2 weakness (nearest written level) at $317, 5% away.
TSLA -6.4%, now $352.43. No written rule for it.
Tesla is down 6.4% to $352.43, giving back yesterday's +6.7%. The position is one share, so it is $24 of the day's P&L, and there is no written rule for it. Named, nothing proposed.
MU +4.3%, now $999.66. No written rule for it.
Micron ran 4.3% to $999.66, touching $1,000 intraday, and added $21,661 on the 525 shares - the single biggest contributor to the book today. It sits just under the 5% line so it is not a formal move alert, but it is the number that moved the MU collar-roll trigger from 32.0% away yesterday to 25.0% away, the closest it has been in the series. MU has no written SPOT rule of its own; the only written MU trigger is the runbook's $1,250 collar roll, which is covered under watch_price.

All 23 triggers swept, with today's number

price trigger	now	fires at	distance
GOOG - tranche 2 weakness (nearest written level)	$335.25	≤ $317	5.4% down
GOOGL - tranche 3 confirmation	$338.60	≥ $360	6.3% up
GOOGL - tranche 2 weakness	$338.60	≤ $317	6.4% down
GOOGL - thesis break	$338.60	≤ $280	17.3% down
GOOGL - Rule 8 crash powder / washout buy	$338.60	≤ $260	23.2% down
MU - collar roll	$999.66	≥ $1,250	25.0% up
GOOGL - no-chase	$338.60	≥ $430	27.0% up
GOOGL - Rule 6 close every short put	$338.60	≥ $434	28.2% up
GOOGL - long spreads near max	$338.60	≥ $500	47.7% up
GOOGL - shares capped by the 600Cs	$338.60	≥ $600	77.2% up

level trigger	now	fires at	distance
Dec-28 30-delta put IV	35.3%	> 43%	+7.7 pt
Dec-28 put IV, crash trigger	35.3%	> 50%	+14.7 pt
Long call spread 11x Dec-28 300/400	41.84% of width	>= 90%	48.2 pt
Long call spread 8x Sep-27 300/440	38.15% of width	>= 90%	51.9 pt
Long call spread 10x Dec-28 350/500	29.16% of width	>= 90%	60.8 pt
GOOGL Dec-28 340P extrinsic	$55.50	< $5	$50.50
Excess liquidity / NLV	74.29%	< 40% amber, < 25% red	34.3 pt
Program defined max loss	$175,059 (87.5% of cap)	> $200,000	$24,941
NLV one-week change	+0.16%	-8% in one week	8.2 pt

calendar	date	away
Wash-sale window opens for the 6/05 GOOG loss lots	2026-09-17	13d
Micron fiscal Q4 print (per a Seeking Alpha contributor, not independently confirmed)	2026-09-30	26d
Alphabet Q3 print - scheduled thesis adjudicator	2026-10-28	54d
Reserve deploys at market if no crash	2026-10-29	55d

Spot prices

	last	day
GOOG	$335.25	-1.1%
GOOGL	$338.60	-1.1%
MU	$999.66	+4.3%
AMZN	$257.30	-0.6%
BRK B	$506.41	-0.3%
DIS	$105.82	-1.3%
EQT	$54.88	-1.3%
INTC	$94.52	+3.1%
META	$609.11	-0.3%
NVDA	$230.06	+0.7%
RDDT	$154.86	-0.7%
TSLA	$352.43	-6.4%
VOO	$707.33	-0.5%

What other people said

Judge Leonie Brinkema, US District Court (EDVA) on GOOGL: doj's demand that google sell adx rejected; behavioral remedies accepted, n/a - a ruling, not a forecast.
Passage Research (Seeking Alpha) on MU: strong sell, $204 price target, $204, implying -78.7% on the 09-03 close.
13 new calls filed, none came due to score.
Nothing came due on either ledger. Thirteen observations filed this run: six Seeking Alpha pieces read through Chrome and marked partial, six consensus and individual sell-side rows, and the GOOGL BofA and D.A. Davidson maintains. Seeking Alpha still returns 403 to every headless route - confirmed again this run with a raw curl that came back a 4,879-byte PerimeterX shell - so SA went through the rendering route as the prompt requires.

Every call filed today

who		action	target	when
Judge Leonie Brinkema, US District Court (EDVA) The court rejected the structural remedies the DOJ asked for - divestiture of AdX, open-sourcing DFP's final auction logic, and contingent divestiture of DFP Remainder - and accepted most of the parties' proposed behavioral remedies as modified by the court. Reported reasoning: disrupting AdX or DFP might harm the small publishers using DFP for free, an acquisition of AdX by another party could introduce new complications, and behavioral fixes are quicker than a breakup plus years of appeals. Detail on the behavioral terms is expected when the order is unsealed, within about two weeks. This matters because runbook Part 5 lists 'antitrust remedy materially worse than behavioral' as a GOOG thesis break that closes the GOOGL call spreads regardless of price. The remedy came in behavioral. The test did NOT fire, and one of the two scheduled adjudicators in the thesis-break list has now resolved in the position's favour. Surfaced by a Seeking Alpha contributor and independently corroborated by web search this run; no action is proposed because nothing broke.	GOOGL	DOJ's demand that Google sell AdX REJECTED; behavioral remedies accepted	n/a - a ruling, not a forecast	2026-09-03
Passage Research (Seeking Alpha) The most extreme call on either ledger, filed the day before Micron ran 4.3% through $999. Their words: expectations ahead of the print are 'impossible', with the risk of disappointment despite likely headline beats; Strong Sell on cyclicality, slowing growth rates and signs of peaking fundamentals; capital allocation lags peers given $26.1B YTD free cash flow; and the $204 target reflects expected margin compression, slowing revenue growth and normalization of supply-demand conditions. For scale, the sell-side mean is $1,513 and the lowest number on the stockanalysis page is $361 - this contributor is 44% below even that. The same author initiated GOOGL at Buy $432 the same day.	MU	Strong Sell, $204 price target	$204, implying -78.7% on the 09-03 close	2026-09-03
JR Research (Seeking Alpha) Directly answers the Sell case filed on 09-02, on the same evidence. Bruno Montoya Amador rated MU a Sell because the Strategic Customer Agreements never disclose HBM's share and carry take-or-pay terms of uncertain enforceability if prices fall. JR Research reads the identical agreements as the reason to own it: 'highly strategic customer agreements, backed by $22B in take-or-pay commitments, provide earnings stability even if pricing normalizes'. They add that MU trades at 6.5x forward earnings and that AI agentic workflows and neocloud capex are underappreciated levers beyond FY2028. Same contracts, opposite conclusions, two days apart - the supply question the glut watch turns on is genuinely contested rather than settled.	MU	Buy, no target	none stated	2026-09-03
Passage Research (Seeking Alpha) The first new individual GOOGL dollar target on the ledger since Rosenblatt's $410, and it lands just above the sell-side mean of $428.07. Their case: accelerating Search, Gemini and GCP momentum; the $200B capex surge yielding 20%+ ROIC with earnings leverage as AI monetizes; valuation undemanding at 16.6x forward with room for multiple expansion. Risks named: LLM competition, capital intensity, regulatory threats. Published 11:15 PM ET on 09-03, after both of that day's runs, so it was caught by this run's backlog sweep.	GOOGL	Initiates Buy, $432 price target	$432, +26% on the 09-03 close	2026-09-03
Seeking Alpha contributors Alphabet drew four contributor pieces in a day. Beyond Passage's $432 initiation: James Foord argues the infrastructure edge is the story - a 1.09 PUE cost advantage, proprietary Apollo optical switches and TPU cadence shown off at SEMICON Taiwan, and a compelling buy at 16x forward after a 20% pullback. Millennial Dividends stays long on 24% revenue growth and record 82% Cloud growth outpacing AWS in dollar additions, but flags that valuation is now 27-29x adjusted P/E, above its 15-year average, with buybacks paused in favour of equity and debt issuance. Deep Value Investing goes the other way and steps aside at neutral despite the AdX win and Berkshire making Alphabet its third largest holding, citing the chart and four months of lower lows. Worth noting the three bulls are not using the same earnings base: 16x, 16.6x and 27-29x forward on the same stock in the same 24 hours.	GOOGL	Four new pieces in 24 hours, three bullish and one stepping aside	$432 named once; three state none	2026-09-03 and 2026-09-04
Sell side, via stockanalysis / MarketBeat / finviz Every consensus number is unchanged for a sixth straight run: GOOGL $428.07 (stockanalysis), $420.19 (MarketBeat, 54 analysts), $426.68 (finviz); MU $1,513.11 (stockanalysis, 45 targets), $1,295.63 (MarketBeat, 38 analysts), $1,575.35 (finviz). Four new individual rows, none of them a new number: Bank of America's Justin Post maintains Buy on GOOGL with no target published, D.A. Davidson's Gil Luria maintains Hold on GOOGL with no target, and Bernstein's Mark Li maintains Buy $1,300 on MU. GOOGL's rated-analyst count on stockanalysis moved 64 to 63 while the mean held. The Bernstein row is filed with a warning: it duplicates a 09-01 record on firm, analyst, rating and target with only the date differing, so it is either a genuine reiteration or the same action re-dated, and Bernstein should not be scored twice for it.	GOOGL and MU	No target changed on either name	GOOGL mean $428.07; MU mean $1,513.11	2026-09-04
r/wallstreetbets Swept 09-03 through today via Arctic Shift, twelve queries on titles and bodies across GOOG, GOOGL, Alphabet, Google, MU and Micron. Five unique posts touch the names and not one states a price target, strike, expiry, option right or a directional call with a level, so nothing goes in the ledger - which is the correct outcome, not a failed sweep. The closest are a five-ticker DCA plan naming GOOGL among TSM, NVDA, MP and ASML (13 points), a macro essay arguing credit rather than AI demand is the real constraint on the data-center boom, and a Micron meme with no body text. A sixth post did mention 'MU, MSFT, UNH leaps' but the embed host returns not-found for it, so it has no confirmable date and was dropped - no date means no horizon, and no horizon means it could never be scored. The monotonic base36-ID versus timestamp check passed on all five.	GOOGL and MU	Five posts in the window, nothing filed	none named	2026-09-03 and 2026-09-04

consensus	source	target	analysts
GOOGL	stockanalysis	$428.07	63 rated / 54 targets	Unchanged for a sixth run. Rated count moved 64 to 63; the page's own JSON says 63 for the rating tally and 54 for the target average.
GOOGL	MarketBeat	$420.19	54	Unchanged. 4 hold, 45 buy, 5 strong buy.
GOOGL	finviz	$426.68	not disclosed	Unchanged, Recom 1.27. Ratings table still stale at Jun-30-2026.
MU	stockanalysis	$1,513.11	48 rated / 45 targets	Unchanged. Median $1,540, range $361 to $2,200.
MU	MarketBeat	$1,295.63	38	Unchanged. 3 hold, 31 buy, 4 strong buy.
MU	finviz	$1,575.35	not disclosed	Unchanged, Recom 1.25. Ratings table still skips Aug-25 to Jun-25.

Cost of compute

H100 spot $2.00 against the $2.82 monthly composite. No tripwire.
H100 SXM printed $2.00, down 16.3% on the day, on a 29-listing book - the deepest in the series, so this is not a thin-book artifact. But do not read it as the price of compute falling 16% in a day: three of the four sources contradict it. SFCompute is $1.92, UP 1.6%; Akash is $2.71, flat; getdeploying's cloud rate is $4.00, UP 3.9%. Only Vast moved, and Vast has printed 1.84, 2.39, 2.39, 2.00 over four sessions - it is the noisy venue, and its own smoothing is the steadier read: 24h average $2.61, avg7 $2.14, avg30 and avg90 both $2.34. Today's $2.00 is 14.5% under its own 90-day average, not 16%. The one move worth attention is A100 SXM4 at $0.73, down 21.5% on a 27-listing book and 17% under its own 90-day - a deep book, an older part, and the glut note's stated pattern is older parts rolling over BEFORE current-generation ones. B200 $6.01 was flat on 22 listings. H100 NVL (n=6) and H200 (n=8) are thin books and should not be read.
No tripwire. The script printed no TRIPWIRE line: the -20%-in-a-quarter test measures $2.00 against the avg90 of $2.34, which is -14.5%. The written tripwire (google/2026-08-18-capex-glut-analysis) is defined on the SemiAnalysis CONTRACT composite falling 20%+ in a quarter, landing near $2.25, and the composite has not published past 2026-04 $2.82 - so on current data it cannot fire at all. What can be read is the level structure: the marketplace floor sits at $2.00 (Vast) and $1.92 (SFCompute), 29.1% and 31.9% below the $2.82 composite, while Akash is $2.71 (-3.9%), contract cloud is $4.00 (+41.8%) and hyperscaler is $7.89 (+179.8%). The floor-to-contract gap is the whole point: a marketplace 30% under composite with hyperscalers still charging 2.8x it is a wide but not unprecedented spread. The doc's stated level for any of this to mean something - marketplace toward roughly $1.20 while the composite holds - is nowhere near reached. Nothing fires and nothing is proposed.
Capture health: DEGRADED THEN FIXED. The daily pull was clean, but two of today's four scheduled intraday captures collected NOTHING: the 09:58 and 12:58 runs both wrote all-empty rows with every one of eleven sources reporting down(CalledProcessError) - all nine Vast accelerators plus SFCompute and Akash. The script printed no WARNING, because the rows exist and are recent; only their contents are empty, which is exactly the blind spot carried in this log since 08-31. Root cause found this run and proven to the second: the machine has been asleep on battery all day and the captures fired inside 45-second maintenance DarkWakes with Wi-Fi not yet associated. The 12:58:46-04:00 capture timestamp matches a DarkWake logged at 11:58:46-05:00 exactly - the same instant - and pmset shows the same pattern at the 09:58 slot. Nothing is wrong with the sources or the script; curl simply had no network. FIXED for now: a manual capture at 13:03 landed clean with 0 notes and all sources up, n=29 on H100 SXM, corroborating the daily pull's $2.00 within five minutes. The 24h averages quoted above are therefore built on two captures rather than four.

Every rate, per chip and per source

Dollars per GPU-hour. Vast is a marketplace floor and runs well below contract rates, which is what the cloud and hyperscaler columns are there to show. Bold rows are current generation.

	vast	cloud	hyper	akash	n
H100 SXM	$2.00	$4.00	$7.89	$2.71	29
H100 NVL	$2.88	-	-	-	6 thin
H200	$4.54	$4.50	$10.44	$4.44	8 thin
B200	$6.01	$7.88	$15.18	-	22
A100 SXM4	$0.73	$2.00	$3.67	$1.87	27
A100 PCIE	$0.71	-	-	-	15
L40S	$0.60	-	-	-	15
RTX 4090	$0.34	-	-	-	64
RTX 5090	$0.45	-	-	-	64

H100 by source. SFCompute clearing price $1.92. Composite is $2.82 as of 2026-04 (Still 2026-04 H100 $2.82, the last free print on gpu-index.semianalysis.com; later months carry a lock icon. Re-fetched and confirmed on 2026-09-03. No monthly append is due - September's first-run-of-the-month fetch happened on 09-01. The anchor is now five months stale while the written tripwire is defined on it.).

source	now	24h avg	day
vast med	$2.00	$2.61	-16.3%
sfcompute	$1.92	$1.94	+1.6%
getdeploying	$4.00	-	+3.9%
akash	$2.71	$2.71	+0.0%

The check itself

found this run the laptop slept through the 6:35 slot, so today's open run did not happen on time.
There is no rails-log entry for the 6:35 slot today, and pmset explains why: the machine has been on battery and asleep since before dawn, waking only for 45-second maintenance DarkWakes (06:24, 06:29, and on through the morning) and entering Maintenance Sleep between each. It went to FullWake at 12:56:40 CDT 'due to HID Activity' - Gabriel opening the laptop - and the missed slot caught up three minutes later. That is why this run fired at 12:59 CDT / 14:00 ET, six and a half hours behind its slot and with two hours left in the session. Consequence: the daily GPU pull and the forecast pass ran late but ran; the rails were evaluated on live mid-session prices rather than opening ones. This run correctly identified itself as the open run by reading the rails log rather than the clock, which is the rule written into the bootstrap yesterday - the clock test would have called 12:59 a midday run and skipped the GPU pull and the forecast pass entirely for the day.
fixed today two of four intraday GPU captures collected nothing, and the cause is now known.
The 09:58 and 12:58 intraday captures each wrote an all-empty row with eleven sources reporting down(CalledProcessError) - every Vast accelerator plus SFCompute and Akash. Same signature as 08-31. The cause is the DarkWake race: the 12:58:46-04:00 capture timestamp is the same instant as a DarkWake logged at 11:58:46-05:00, and a 45-second maintenance wake does not bring Wi-Fi up in time for curl. Not a source outage and not a script fault. A manual capture at 13:03 landed clean with all sources up and n=29 on H100 SXM, matching the daily pull's $2.00 within five minutes, so today's hole is partly backfilled. The structural fix is for the capture to retry on network failure or to check reachability before writing a row; nothing was changed in the script this run.
will happen again the script still cannot see a capture that ran and collected nothing.
The health check tests for stale or missing rows, so two all-empty rows pass it silently - it printed no WARNING today even though half the day's captures were void. This has been carried since 08-31 and today is the first run where the mechanism behind it is understood rather than just observed. Until the check tests row CONTENTS, the 24h averages it feeds can quietly thin out without anything saying so.
will happen again the schedule runs in machine-local time and the machine moved again.
/etc/localtime was repointed from America/New_York to America/Chicago at 12:56 today, three minutes before this run - Gabriel has moved from Eastern to Central. The cron expression '35 6,12 * * *' still has no timezone anchor and no trading-day guard, so the slots follow him: 6:35 CDT is now 7:35 ET (pre-open) and 12:35 CDT is 13:35 ET (2h25m before the close), neither of which is what those slots were written to mean. Anchoring them to the exchange clock would make the check immune to where he is. Nothing was changed this run.
source broke MarketBeat renamed the URL the prompt names.
marketbeat.com/stocks/NASDAQ/<TKR>/price-target/ now 301-redirects to /forecast/ on both tickers, and the canonical tag confirms /forecast/ is the real path. The fetch still succeeds through the redirect, so nothing is broken today, but the written source list in the markets prompt points at a URL the site no longer considers canonical.
will happen again prior_close came back on 3 of 13, and the derivation was validated three ways.
BRK B 508.13, EQT 55.61 and RDDT 155.99 were served directly; the other ten were empty. All three served priors match their own last-minus-change derivation to the cent, and all twelve stock priors independently re-check against daily_pnl divided by share count, twelve of twelve to the cent. The field's behaviour continues to look like a per-call coin flip rather than a subset of tickers that works.
will happen again the 09-02 finding that the WSB sweep cannot survive delegation is now contradicted twice.
On 09-02 the sweep subagent was killed by the harness watchdog at 600 seconds with nothing produced, and that was written down as a rule: the sweep is not delegable in its current shape. It completed as a subagent on 09-03 and completed again today, taking 743 seconds - past the 600-second mark that supposedly killed it. So the watchdog is not a hard ceiling on this work and the 09-02 note should not be treated as a standing constraint. What does reliably bite is Arctic Shift's per-query rate limiting, which needs 15-to-20-second backoffs and still lost one query in twelve today.

Rails that could not be evaluated

stressed_excess_liquidity - needs IBKR Risk Navigator (-30% price, +50% IV) with the TWS gateway up. Never yet measured. This is also half of the live net_cash amber action, whose seven-day stress re-run has therefore never run.
top2_name_delta_ratio - needs per-leg option deltas, which summary.json does not carry. Roughly 0.90 at IPS signing, already red then. Still unmeasured, so the net_cash amber's no-new-delta clause still has no verdict against the Sep-27 spread opened on 08-30.
The MU collar roll cannot be executed as the runbook writes it, and Micron is now the closest it has ever been to triggering it. Runbook Part 2 reads 'MU closes >= $1,250 | ROLL the MU collar: BUY back 1400C, SELL ~1750C; SELL 900P, BUY ~1150P'. There is no 1400 call in the book - the collar is 5x Dec-28 1740C short against 5x Dec-28 900P long, filled 2026-08-17 09:52:56 and recorded that way in tax-prep-2026.md, straddle-identifications.md and the runbook's own book-summary line. So the row as written instructs buying back a call that does not exist and selling a ~1750C the book has already effectively sold at 1740; only the put half (900P to ~1150P) is still live. IPS Rule 7 line 242 repeats the stale 1400C/900P description. This was first reported on 08-18 and again on 08-25 and has not been reconciled since. It was academic while MU was 32% away. At $999.66 it is 25.0% away, the closest in the series, and it is the ONLY written MU trigger in the tree. This run does not edit either doc - which one is wrong is Gabriel's call.
The SemiAnalysis monthly composite is five months stale at 2026-04 $2.82 and the written glut tripwire is defined on it, so the tripwire cannot fire on current data no matter what the marketplace does. The source stopped publishing free prints past April; this is not a missed fetch.
gpu-spot-daily.csv still has no 2026-08-29 row.
Seeking Alpha still 403s every headless route - re-confirmed this run with a raw curl returning a 4,879-byte PerimeterX shell. It works only through Chrome, so a closed browser silently costs the SA source.
finviz's ratings tables remain unusable for recency on both names: GOOGL's newest row is still Jun-30-2026, a fourth consecutive run, and MU's still jumps from Aug-14-26 back to Jun-25-26, missing the Aug-25 Mizuho, Aug-19 Zacks and Aug-10 UBS rows MarketBeat carries. Target Price and Recom are current on both and are still filed.
The J. Safra Sarasin MU $1,500 row on stockanalysis is still present and still reads firm 'DEL_J. Safra Sarasin' with analyst 'Unknown Analyst' in the raw JSON - a record that looks flagged for deletion, uncorroborated on MarketBeat or finviz (zero string matches on either). Not re-filed; the 09-03 correction stands.
rails.py reads GOOGL levels off the GOOG quote, which is why the tranche-2 and tranche-3 distances differ between the two tickers in watch_price. rails.py also keys leg matching on contract_description with no contract_id fallback.
The '11x Dec-28 300/400' spread is one spread plus ten outright long 300 calls - ten of the eleven short 400s consumed legacy longs on 08-17 per tax-prep-2026.md line 50. The 90%-of-width exit rule has no width to measure on those ten.
The WSB sweep covered 11 of 12 planned queries. selftext=Micron timed out on seven consecutive attempts at Arctic Shift while every other query in the same session on the same backoff succeeded - the same single-query failure mode seen on 09-02, and against the same term. title=Micron and selftext=MU both ran and found nothing beyond what is reported, so the window is not blind, but a Micron-mentioning post that never says Micron in its title could have been missed.

Where the numbers came from

get_account_positions, get_account_summary and get_price_snapshot all succeeded on the first call. The run fired at 12:59 CDT / 14:00 ET, about four and a half hours into the session with two hours to the close: all 13 equities returned top_status REALTIME with live last-trade stamps 1788544762 to 1788544841 (13:59:22 to 14:00:41 ET).
Book UNCHANGED: positions.json is 32 rows, the same 32 contract_ids as yesterday midday, and a field-by-field quantity diff shows zero changes. Nothing traded yesterday afternoon, overnight or today. All 32 marks refreshed, so the book is live rather than frozen.
contract_description present on all 32 rows, so defined max loss prints the complete $175,059 / 87.5% of the $200,000 cap and uncapped_shorts was MEASURED: 10 GOOG short against 10 long, 30 GOOGL short against 38 long, 0 uncapped.
prior_close SERVED on 3 of 13 (BRK B 508.13, EQT 55.61, RDDT 155.99), empty on the other 10. All 13 priors derived as last minus the broker's own change field; all three served priors match their derivation to the cent; all 12 stock priors independently re-checked against daily_pnl divided by share count, 12 of 12 to the cent.
GOOGL (contract 208813719) has no share position, so its $342.26 prior is derived only and has no daily_pnl cross-check. Its $3.35 premium to GOOG is consistent with the run-to-run series.
IV: the GOOGL Dec15'28 340 PUT returned top_status DELAYED with option-midpoint-iv annualIv 0.35330383 isValid TRUE, and implied_vol annual_iv 0.35212944 is_valid true agreeing within 0.12 of a point. bid-ask 56.65/57.30 (85x47), two-sided. Its last of 55.92 carries is_close TRUE, meaning no live trade on that strike today - the IV rail is evaluated on valid quotes but is not on the same clock as the price rails.
rails.py ran clean and returned three fires, sixteen clear, three unevaluated. Nothing in its output was recomputed or overruled here.
Runbook Parts 2, 3 and 4 were swept row by row against this run's numbers. Every row is clear; the individual distances are in watch_price, watch_level and watch_calendar.
GPU daily pull ran and took its 2026-09-04 row. Intraday capture was degraded and repaired mid-run; see plumbing.
Forecast pass: stockanalysis, MarketBeat and finviz all returned HTTP 200 with no bot challenge on both tickers (179,429 / 414,606 / 312,834 bytes on GOOGL; 172,274 / 385,592 / 315,462 on MU), parsed from saved raw HTML. Seeking Alpha went through Chrome; six pieces read, all free-tier previews and all marked partial. The AdX ruling was corroborated independently of the contributor who surfaced it.